Wholesale & Distribution
Wholesale & Distribution automation templates, page 4
96 ready-made workflows for Wholesale & Distribution. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Google Sheets and Gmail.
Automated Case Break Inventory Reports
Every week, WebRun finds partial cases sitting in the warehouse in JanSanix, builds an aging report of broken case inventory, and drafts a clearance offer in Mailchimp for the customers most likely to buy it, held for marketing to review.
Automated Accolent ERP Lot Expiration Reports
Every week, WebRun scans lot and expiration data in Accolent ERP, flags stock expiring within 90 days, and posts your warehouse team a prioritized Google Sheet and Slack alert so slow moving lots get sold or rotated before they expire.
DMSi Agility Automated Warranty Registration Alerts
When an order ships that qualifies for an enhanced manufacturer warranty, WebRun checks DMSi Agility for the registration deadline, drafts the registration submission email in Gmail for the branch to send, and posts a Telegram alert to the warranty coordinator for anything still open.
Automated DDI Inform Cycle Count Variance Reports
Every night, WebRun pulls the day's completed cycle counts from DDI Inform, calculates the variance against system quantity, logs it to a tracking sheet, and flags the largest discrepancies in Slack.
Automated rfxcel Cold Chain Excursion Alerts
WebRun watches rfxcel for shipments flagged with a temperature excursion, pulls the excursion's duration and severity from Sensitech, and alerts your QA team in Slack so they can make a hold or release call fast.
Automated Contractor Will Call Notifications
WebRun watches Savance Enterprise (Klipboard) for orders marked ready for will call, texts the contractor it's ready to pick up, and drafts a text for review on larger orders instead of sending it automatically.
Automated DistributionPlus Submittal Follow Ups
Every morning, WebRun checks CP Tech DistributionPlus for cut sheet submittals sent more than 5 business days ago with no approval on file, drafts a follow up email for each in Outlook for your estimator to review, and logs the open submittal list to Google Sheets.
Automated Eclipse Charge Account Reminders
WebRun finds contractor charge accounts past their payment terms in Epicor Eclipse, confirms the live balance in QuickBooks, drafts a statement reminder in Gmail for each, and posts your credit team a Slack chase list.
Automated JanSanix Rebate Reconciliation
Every month, WebRun totals what you actually purchased through your buying group in JanSanix, compares it to the rebate statement, and checks that the matching credit posted in QuickBooks Online, flagging any shortfall before it gets written off.
Automated Accolent ERP Consignment Reconciliation
Every month, WebRun compares consigned inventory levels in Accolent ERP against each practice's usage report, drafts a QuickBooks invoice for items used since the last count, and posts a Google Sheet discrepancy log for your inventory team to review.
DMSi Agility Automated Crane Delivery Confirmation
Every morning, WebRun checks DMSi Agility for today's crane truck deliveries, posts a Slack alert to logistics for any job missing a site access note, and drafts a confirmation email to each contractor in Gmail for the branch to review before it sends.
Automated Contract Pricing Renewal Alerts
Every Monday, WebRun checks DDI Inform for contract pricing agreements expiring within 60 days, drafts a renewal email for the account manager to review, and posts sales a Slack list of what needs attention.
Automated rfxcel Chargeback Dispute Tracking
Every night, WebRun compares your shipped transactions in rfxcel against the manufacturer's chargeback claims in Model N, flags any mismatch, and drafts a dispute inquiry in Outlook for your review.
Automated Contractor Billing Statement Alerts
WebRun compiles each contractor account's activity for the billing period from Savance Enterprise (Klipboard) and Xero, and texts your AR manager when statements are ready to review, flagging any account over its credit limit first.
Automated DistributionPlus Will Call Pickup Reminders
Every evening, WebRun checks CP Tech DistributionPlus for will call orders marked ready but not picked up, drafts a pickup reminder for each contractor in Outlook for your counter staff to send, and posts a Slack list of aging will calls so the staging area doesn't fill up.
Automated Eclipse Bid Tabulation Summary
WebRun compiles the day's bid results from Epicor Eclipse quotes, checks which contractors carried your pricing, and posts your bid desk a Slack summary of wins, losses, and open follow-ups by job.
Automatic BSC Contract Account Reviews
Every month, WebRun checks each building service contractor account in JanSanix against its contract pricing and committed volume, and flags any account that has drifted off terms for the sales manager to review.
Automated Accolent ERP Equipment Quote Follow-Ups
Every week, WebRun checks open capital equipment quotes in Accolent ERP for anything untouched for 7 days, drafts a follow up email in Outlook for the rep to review and send, and posts your sales team a Slack list ranked by quote value.
DMSi Agility Automated Rebate Tier Tracking
Every week, WebRun checks each contractor's purchase volume in DMSi Agility against their manufacturer rebate program tier, logs the running totals in Google Sheets, and drafts a tier achieved email to the contractor in Gmail for your rebate coordinator to review.
Automated Blanket PO Balance Tracking
Every Monday, WebRun checks DDI Inform for blanket purchase orders running low on balance or nearing their expiration with releases still open, logs the status to a tracking sheet, and alerts sales in Slack.
Automated rfxcel Backorder Substitution Alerts
The moment rfxcel shows an order cannot be fully filled, WebRun looks up therapeutic-equivalent substitution options in Salesforce and posts your rep a Slack alert to call the customer personally.
Automated Branch Transfer Request Tracking
WebRun finds inter branch transfer requests in Savance Enterprise (Klipboard) that have sat unfulfilled past your SLA, logs each one, and posts a per branch follow up list so nothing stalls in transit.
Automated DistributionPlus Charge Account Reminders
Every Monday, WebRun checks CP Tech DistributionPlus and QuickBooks for contractor charge accounts approaching or past their payment terms, drafts a polite balance reminder for each in Outlook for your credit team to review, and flags accounts over their limit for a phone call instead.
Automated Eclipse ERP Backorder Alerts
WebRun checks Epicor Eclipse each morning for backorder lines that came in overnight, drafts a ready-to-ship update in Gmail for every affected contractor, and posts your counter team a Slack list of what just arrived.
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